RWP

RWA Wealth Partners Portfolio holdings

AUM $8.8B
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.43B
AUM Growth
+$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$42.6M
2
+$18.4M
3
+$18M
4
FSLR icon
First Solar
FSLR
+$14M
5
DG icon
Dollar General
DG
+$12.9M

Top Sells

1
+$43.7M
2
+$18.9M
3
+$17.7M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$15M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$14.6M

Sector Composition

1 Technology 8.01%
2 Healthcare 4.98%
3 Financials 4.07%
4 Consumer Staples 3.54%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$854K 0.01%
3,825
327
$853K 0.01%
12,701
+1,002
328
$846K 0.01%
22,527
-234
329
$837K 0.01%
3,929
-598
330
$833K 0.01%
8,722
-53
331
$833K 0.01%
6,966
+4,385
332
$829K 0.01%
10,139
+3,737
333
$826K 0.01%
9,100
-7
334
$816K 0.01%
7,747
-1,275
335
$808K 0.01%
5,508
336
$806K 0.01%
9,298
337
$805K 0.01%
222
-11
338
$778K 0.01%
41,495
+9,544
339
$769K 0.01%
10,778
-670
340
$756K 0.01%
7,499
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341
$748K 0.01%
10,548
342
$747K 0.01%
12,972
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343
$747K 0.01%
4,084
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344
$738K 0.01%
2,371
+358
345
$737K 0.01%
8,080
+80
346
$730K 0.01%
22,070
+1,257
347
$727K 0.01%
7,513
-105
348
$723K 0.01%
3,131
+914
349
$705K 0.01%
11,960
-2,874
350
$704K 0.01%
2,390
-21
12 13
14
15 16